Salesforce Pardot - Icon

Salesforce Pardot

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HubSpot

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Klaviyo

Listrak - Icon

Listrak

Salesforce Marketing Cloud - Icon

Salesforce Marketing Cloud

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ActiveCampaign

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Act-On

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Acoustic Campaign

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Remarkety

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Marketo

MailChimp

Mailchimp

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DocuSign

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GetResponse

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Emarsys

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Iterable

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Impartner

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Eloqua

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Drip

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Easypromos

ConvertKit

Create contact

Add tags to contact

Retrieve all campaigns associated with a specific contact.

List campaigns

Create purchase order

Delete tags from contact

Returns a list of configured contact sources.

List contact sources

Returns a list of configured contact statuses.

List contact statuses

Retrieve all tags associated with a specific contact.

List contact tags

Returns a list of configured contact temperatures.

List contact temperatures

Use to search for contacts. If contact ID is specified then it will only use that parameter.

List contacts

Start campaigns

Stop campaigns

Update contact

Tray-IO Blog 6

The ultimate guide to automating the entire lead lifecycle

The State of Marketing technology eBook by Tray.io

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Aberdeen Report: Marketing technology—controlling the chaos

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Personalization is shifting from email to omni-channel. Are you ready?

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Automating Lead List Uploads: Mission-Critical, and Much Easier than You Think

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Jellyvision improves lead response speed, conversions, and win rate with automation

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Segment uses Tray Platform to unlock insights synced with every component of enterprise stack.

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LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

Streamline strategic sales with an automated deal desk

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Sales ops best practices

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Pipedrive's CRM integrates with the Tray Platform to provide full visibility for sales activities and connect them to all other components of the sales & marketing stack.

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Intercom unlocks new efficiencies with sales automation

Quickly operationalize outbound strategy by auto-uploading accounts + leads to your CRM

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Sales

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Hatchbuck

Marketing Automation Platform (MAP)

Invites a user to your team using account ID or email address. If the user does not currently have a HelloSign account, a new one will be created for them. If a user is already a part of another Team, a "team_invite_failed" error will be returned. You must provide either an account ID or email address. If both are provided, the account ID will prevail.

Add user to team

Retrieves the properties and settings of your account.

Get account

Retrieves a copy of the current documents specified by the signature request ID parameter.

Get file

Retrieves a URL to a PDF merging all current signature request documents.

Get file URL

Returns the status of a signature request specified by the signature request ID parameter.

Get signature request

Retrieves information about your team as well as a list of its members.

Get team

Retrieves a list of signature requests using specific search fields. Fields may be left empty to list all signature requests.

List signature requests

Returns a list of the templates that are accessible by you.

List templates

List templates DDL

Removes the provided user account from your team. If the account had an outstanding invitation to your team, the invitation will be expired.

Remove user from team

Creates and sends a new signature request with the submitted documents.

Send signature request

Send signature request with template

HelloSign is the world's leading free eSignature platform. Send and receive electronic signatures securely with their end-user solution or the eSignature API.

Triggered when any event is received in your HelloSign account

Webhook

Get details about the authorised/logged in account.

HelloSign

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How Automation is Changing the Face of Business

Vox Media is on the Tray platform

Vox Media connects and automates pre- and post-sales to streamline workflow

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business-automation

GDPR compliance for US companies: What you need to know

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HelloSign - Icon

E-Signature

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Product - Capabilities

Product - Platform Features

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Enabling your entire organization to deliver on the promise of automation

Universal Automation Cloud

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IBM gets 95% boost in data delivery and reporting using the Tray.io Universal Automation Cloud

Customer Spotlight

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A strategic platform with solutions for mission critical use cases

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Mixpanel accelerates mission-critical order-to-cash process by 25%

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Your journey to automation excellence starts here

Resources

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Eventbrite accelerates high-quality integration delivery at scale and lifts customer satisfaction

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Similar connectors to Hatchbuck and HelloSign

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Tray.io is the leader in low-code automation

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Hatchbuck and HelloSign integrations couldn’t be easier with the Tray Platform’s robust Hatchbuck and HelloSign connector, which connects any services without the need for separate integration tools.

Hatchbuck and HelloSign integrations couldn’t be easier with the Tray Platform’s robust Hatchbuck and HelloSign connectors, which can connect to any service without the need for separate integration tools.

Integrate Hatchbuck and HelloSign with any SaaS application or service using the Tray Platform’s generic connectivity options, such as the HTTP Client, Webhook Trigger, and our Connector Builder. Configure them to connect to Hatchbuck and HelloSign and any other API, database, webhook, and more.

Hatchbuck and HelloSign integration + automation

Popular Hatchbuck and HelloSign integrations

Hatchbuck and HelloSign Connector Details

Hatchbuck

HelloSign

Tray.io is the leader in low-code automation

Similar connectors to Hatchbuck and HelloSign

Discover the ultimate AI-powered iPaaS that supercharges your business with quick, seamless ecosystem integrations.